Zeplyn
PrivateLast Round
Seed
Nov 13, 2024
Total Funding Raised
$3M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Zeplyn is a wealthtech company that provides an agentic AI assistant and practice-management platform designed to automate administrative workflows for financial advisors and wealth management firms.
Sector
Enterprise Software
Verticals
Vertical SaaS, Wealth Management, Workflow Automation, NLP & Conversational AI, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Zeplyn Comparables
Compare Zeplyn with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| FinMate AI | 94% | |
| Focal | 92% | |
| Zocks | 91% | |
Zeplyn Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Nov 13, 2024 |
Key People
Founding team and executive leadership
Zeplyn Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Leo Capital | Seed |
| Converge | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 21, 2026
Added TFC Financial, a financial services startup, as a customer.
- Feb 21, 2026
Added Freedom Financial Partners, LLC as a customer.
Zeplyn Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Zeplyn's valuation, stock price, and market status.